Secure Data Entry Modeled Sheet Columns for Access Rules

Enable Account for use in access rules. See Secure Dimensions and Attributes for Access Rules.

Security: Model includes: sheets, accounts, dimensions, and formulas
permission.

Securing data entry modeled sheet columns enables you to use these columns in your access rules. You can include modeled sheet columns in access rules so that planners with access to different information only see and edit their information, all while working on the same modeled sheet. You can only secure up to 5 columns on a modeled sheet.

We treat secured columns like they’re tagged by the attribute values from the root accounts of the sheet. When you reference these attribute values in any access rules, the rules include the secured columns like they were also tagged.

When you remove a data entry modeled sheet column from access rules, all users have full access to that column and its values.

We don’t currently support:

Data entry column security in the user access calculator.

Excel Interface with Planning with this functionality.

We recommend that you avoid creating critical validation rules that reference secured columns. If users don't have access to a required column, they can add new rows but won't be able to save them since they can't complete the required column.

When you include a modeled sheet with secured columns in your planning data source, you must explicitly ensure that you have access to the secured columns in the access rules. Otherwise, we don’t allow you to import the sheet structure.

Select

Administration

from the main menu.

Select

Access Rules

Select

Manage Sheet Columns

on the toolbar.

On the dialog, select the sheet and the specific columns you want to secure.

You can only select these column types:

Number.

Date.

Text.

Checkbox.

Select

Done

on the dialog.

We now display informational hover text next to the

Account

column, indicating where you can define column-level access rules.

Import Access Rules.

Update your access rules to include these modeled sheet columns by importing a rules file. You define access to these columns using the account (Grant) or account (Grant All Except) columns, using the syntax SheetCode.ColumnCode. Example: Personnel.Bonus.

If your users don’t have access to the column that you secured in your access rules, we hide the column when they view sheets.

These examples describe some existing access rule setups, actions you take, and behavior to expect. We recommend that you review your existing access rules and identify if your access rules match these examples.

This example describes the most common expected scenario that results in behavior changes:

Existing Setup: Grant All on specific accounts, where 1 or more account is from Sheet A.

Action: Secure column for Sheet A.

Behavior: That user will no longer have access to the secured column for Sheet A because access to that secured column wasn’t explicitly specified in their access rules.

These examples describe the most common expected scenarios that don’t result in behavior changes:

Existing Setup	Action	Result
Grant and Grant All Except is blank for Account, meaning users have access to all accounts.	Secure column for Sheet A.	Users will continue having access to all accounts, which now includes the secured column.
Grant All on Account includes Sheet Name A, meaning users have access to All Accounts for Sheet A.	Secure column for Sheet A.	Users will continue having access to all accounts in Sheet A, which now includes the secured column.
Grant All Except on Account includes Sheet A, meaning users have access to all accounts except for in Sheet A.	Secure column for Sheet A.	Users will continue to not have access to accounts in Sheet A, which now includes the secured column.